SOS Inventory – Everything You Need to Know
SOS Inventory Training Outline
THESE TRAINING CLASSES OCCUR VIRTUALLY OR ONSITE AT YOUR PLACE OF BUSINESS.
Additional costs will be involved with onsite courses to factor in the extra instructor time for travel.
About Me - Ann Kurlovich - Your Instructor I specialize in training people so they understand how to gain the necessary knowledge and skillset to help them get a job, better their business or advance their careers. My initial learning environment was at Grant McEwan Community College (now MacEwan University), getting Micro Computer Accounting Certification and then further enhancing my knowledge with a Business Analysis Citation from the University of Alberta. Each year I expand my skillset by taking additional courses and training so that I can continually gain new knowledge. I have over 5 years experience in working with SOS Inventory clients and training them on what they need to do in order to get the best and most accurate results from this software. I have passed the criteria to be on the SOS Inventory's ProAdvisor list as someone who has demonstrated to SOS Inventory my expertise with their product.
https://www.sosinventory.com/findaproadvisor
Certified SOS Inventory Consultant
SOS Inventory - The Course
SOS Inventory is a robust inventory software that integrates with QuickBooks Online™. It is extremely robust and can help a business manage their inventory needs. The modules I will be covering include:
1. Setting up your SOS Inventory file
● What's required for the initial import sheets.
● Syncing with QuickBooks Online™
● Set up and configuration of purchasing / Inventory / Sales
● The import Sheets - how to export / import them
Learning Outcome: Understanding the first steps when setting up your SOS data file and the importance of correct information
Time: 6 hrs
2. Inventory Items
● Input variables, making adjustments, filtering, archiving, cost basis
● Categories, Locations & bins
● Warranties & serial #'s
● The import sheets - what information is required
● Transfers from one location to another or from one bin to another
● Kits, Cost of Goods Sold, negative inventory
● Relevant Reporting
Learning Outcome: Realize the importance of what is needed to make the SOS inventory items work for your needs
Time: 5 hrs
3. Purchasing
● Creating Vendors, preferred venders, vendor fields
● Creating purchase orders, getting approvals, shipping methods, terms
● Item Receipts partial receiving, landed costs and other costs fields
● Purchasing and Receiving workflow
● Reorder points, max stock level, reports
Learning Outcome: Learn the purchasing process and receive inventory so you can track project on hand
Time: 2 hrs
4. Sales
● Customer management, sub customers with different locations, editing information
● Relieving Inventory, using sales forms, available for sale
● Sales work flow
● Estimates and Sales orders
● Invoices - creating them and the reports
● Sales Receipts, payments and price tiers
● Sales representatives and sales commissions
● Terms, discounts and deposits
● Customer messages
Learning Outcome: Understand the sales side and how each function impacts the SOS ecosystem
Time: 2 hrs
5. Fulfilllment
● Pick tickets, shipments and automated shipments
● Terms, discounts and deposits
Learning Outcome: Understand how SOS relieves inventory and accounts for your Cost of Goods Sold
Time: 1 hrs
6. Manufacturing and Production
● Assemblies vs Processes
● Units of Measure and their importance
● Kits, Bills of Material, builds
● Work Orders, work in progress
● Labour, overhead, materials
Learning Outcome: Learn how to break down the components into smaller units as needed for manufacturing. You will also learn how to
factor in hidden costs such as labor and overhead to come up with the true cost of manufactured inventory.
Time: 4 hrs
7. Additional Transactions
● Customer returns, rentals & rental returns, customer credits
● Custom Fields, Automated Order Processing
Learning Outcome: How to deal with out of ordinary transactions
Time: 2 hrs
8. Reports
● Accounting Reports - Revenues and Costs
● Fulfilment reports
● Inventory reports
● Purchasing reports
● Sales reports
● Other Reporst
● Month End Balancing Reports
Learning Outcome: Get a far better understanding of the reporting functionality , how to filter to get the information you need to drive your
statistics and how to use reports to balance your inventory in SOS Inventory to the inventory in QuickBooks Online™
Time: 2 hrs
7. Ecommerce, Other Automation Apps, Trouble Shooting and Workflows
● Look at how e-commerce and other automation apps interact with SOS Inventory
● Importance of dates and following the correct workflows
● Common mistakes people make and why you need to avoid them
Learning Outcome: Find out how e-commerce and other automation apps interat within SOS inventory / QuickBooks Online™. You will also
learn the critical mistakes to avoid, as they can create a real mess within SOS Inventory
Time: 4 hrs
8. Tying the Learning Topics Together Within Your SOS Data File
● Turning off inventory tracking in QuickBooks Online™
● Syncing the SOS Inventory and QuickBooks Online™
As we work our way through the Learning Topics, we are actually building the SOS data file. Each Learning Topic will involve a lot of “after
hours work to prep the data, dissect through your inventory, is the critical pieces of data that is required. With the knowledge obtained in
Learning Topics 1 through 7, each student is building up all of the requirements needed to create a valid SOS Inventory file.
Learning Topic 8 is will go through the actual daily transactions with a now live connection between the two softwares.
Learning Outcome: Each student will be able to do the transactions and ensure that all are responding as expected, if not why?
This Leaning Topic will be student led and will provide a “mini-project” so that the student can tie in all of the knowledge learned with real life
transactions. There will be opportunity for questions, answers and achieving a high level of confidence.
Time: 8 hrs
Total Instructor Led Course Time: 36 hours
Additional student time is highly recommended (especially during learning sections 1 & 2, which set up your base), to get the best outcome at the end of the course.
To get the best results, each course will involve only one business, so all students
have the same criteria and inventory / manufacturing details to delve into.
Pricing - One student - $8,995 + GST
Two students from the same business - $6,250 + GST per Student
Three students from the same business - $5,250 + GST per Student
Capacity is no more than 3 students. Typically these courses are for one individual only, the exception is when 2 or 3 students from the same business take the course together . This allows for a 100% focus on what the business requirements are and also address the roles each student has within the business and how these roles interact with each other. This course will occur over a 14 week period. Timing & dates of course are co-ordinated with the students. The training is either onsite or virtual with screen sharing. Each person's knowledge about what they have learned will be determined by doing hands-on exercises during the course. Each student will have ample time during each module to ask questions and then be hands on with their own SOS Inventory data file. At the end of the course, the student(s) will have a functioning SOS Inventory data file. They will have a full understanding of the full dynamics that take place with inventory - whether just inventory or within a manufacturing environment
A Certificate of Completion will be Issued at the end of the course to each student who has proven they have understood and retained the skills.
If you want further information, complete the contact form or call me at: 780-914-8676 ann@akcssoftwarepro.com